As Baby Boomers enter retirement, their approach to charitable giving is transforming the philanthropic landscape. This trend reveals both an opportunity and a responsibility for financial advisors to provide guidance that aligns with their clients' evolving priorities. 

By encouraging clients to start planning before the Giving Season rush, financial advisors can leverage donor-advised funds and reduce stress before the holiday rush.

David McNatt, head of wealth solutions at AssetMark, joined the WealthTech on Deck podcast to discuss donor-advised fund technology, modernizing philanthropy, and partnering with TIFIN Give.

The alliance is an example of the kind of developments affecting donor-advised funds, a major conduit for philanthropy in the US. The alliance between TIFIN Give and AssetMark is an example of developments affecting donor-advised funds, a major conduit for philanthropy in the US.

The integration partnership will help more AssetMark advisors weave philanthropy into their clients’ planning with TIFIN Give’s advanced technology.

The relationship will give AssetMark’s network of over 10,000 advisors access to TIFIN Give's advanced DAF technology.

TIFIN Give, the technology-powered philanthropy partner for wealth enterprises, announced today that it has been named a Finalist in the WealthManagement.com 2024 Industry Award (the “Wealthies”) for Philanthropy.